Company intelligence
Helio Risk
Captive Expertise Redefined
Insurance
Oklahoma City, US
15 employees
Founded 2023
3 public signals
About Helio Risk
Helio gives clients freedom to reimagine risk financing by creating custom solutions with unmatched expertise.
Verified activity
Signals from Helio Risk
3 published signals
Presence & Recognition
Helio Risk is hosting a panel session at the 16th Annual TCIA Conference in Nashville on AI in the Captive Industry, featuring Heather McClure, Harry Tipper, and Nicholas Gurgone alongside Marc Jenkins.
Reported by Helio Risk
Presence & Recognition
Helio Risk Partner and Chief Financial Officer Blake Kerr, CPA, ACI shared his expertise on captives, tax, and financial benefits of adding a captive to a business' comprehensive insurance program at the Watermark Bank Signature Series: Captive Town Hall.
Reported by Helio Risk
Presence & Recognition
Helio Risk Partner and Chief Strategy Officer Kyle Sweet participated in a conversation on The Fearless Mindset Podcast featuring host Mark Ledlow on Episode 298 titled Future-Proofing Wealth: Captive Insurance, Security, and Emerging AI Threats.
Reported by Helio Risk